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VanEck Morningstar Wide Moat ETF

672 hedge funds and large institutions have $9.55B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $727K

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 227

14% more capital invested

Capital invested by funds: $8.37B → $9.55B (+$1.17B)

12% more funds holding in top 10

Funds holding in top 10: 94105 (+11)

2% more funds holding

Funds holding: 658672 (+14)

0.77% more ownership

Funds ownership: 58.3%59.07% (+0.77%)

Holders
672
Holders Change
+14
Holders Change %
+2.13%
% of All Funds
9.65%
Holding in Top 10
105
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.7%
% of All Funds
1.51%
New
59
Increased
277
Reduced
227
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
251
McCarthy & Cox
Ohio
$3.96M -$1.07M -11,712 -22%
PA
252
PSI Advisors
Florida
$3.9M +$346K +3,782 +10%
TW
253
Transform Wealth
Colorado
$3.88M +$1.59M +17,404 +77%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$3.84M -$142K -1,553 -4%
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$3.84M -$14.8M -162,079 -80%
AC
256
Anson Capital
Georgia
$3.83M -$269K -2,941 -7%
S
257
Sunpointe
Missouri
$3.82M +$674K +7,367 +23%
TW
258
Trajan Wealth
Arizona
$3.81M -$11.3K -124 -0.3%
CB
259
Chris Bulman
California
$3.8M +$247K +2,702 +7%
FIA
260
Foundations Investment Advisors
Arizona
$3.79M +$1.54M +16,845 +76%
DWM
261
Darwin Wealth Management
Florida
$3.76M +$2.41M +26,343 +212%
RGC
262
Roberts, Glore & Co
Illinois
$3.73M -$49K -536 -1%
AO
263
Advisor OS
Illinois
$3.72M +$559K +6,109 +19%
CFP
264
Cascade Financial Partners
California
$3.71M
KDA
265
Kraft Davis & Associates
Missouri
$3.6M +$34K +372 +1%
VF
266
VitalStone Financial
Texas
$3.54M -$440K -4,813 -12%
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$3.53M +$3.33M +36,433 New
CWM
268
Collaborative Wealth Management
Florida
$3.51M -$10.6K -116 -0.3%
PA
269
Paragon Advisors
Texas
$3.45M +$136K +1,491 +4%
SWM
270
SFG Wealth Management
Maryland
$3.33M -$4.21K -46 -0.1%
RWA
271
Rooted Wealth Advisors
Illinois
$3.29M -$3.07M -33,620 -49%
CPC
272
Cookson Peirce & Co
Pennsylvania
$3.24M -$187K -2,049 -6%
SFPG
273
Stonebridge Financial Planning Group
Florida
$3.21M +$706K +7,725 +30%
FP
274
Fiduciary Planning
Florida
$3.15M -$873K -9,551 -23%
FPGT
275
Financial Partners Group (Tennessee)
Tennessee
$3.12M +$40.2K +440 +1%

MOAT Hedge Fund Activity: Q3 2024 in Review

672 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2024, worth a combined $9.55B — up 14% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MOAT positions and 37 closed out — a net gain of 22 holders — while 277 added to existing stakes and 227 trimmed.

The largest buyer was LPL Financial, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $38.8M.

  • 672 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2024, up from 658 in Q2 2024.
  • Funds reported $9.55B of VanEck Morningstar Wide Moat ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 59 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2024 and 37 closed out, a net change of +22 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2024 was LPL Financial, an estimated $56.1M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2024 was Bank of America, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.